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Maximizer Integration

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This section will take you through the steps of integrating your Maximizer CRM with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the Maximizer option:

 

For more information on Maximizer integration, please see:

DataLink Setup

Pulling Maximizer Contact Information into QuoteWerks

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing

Version 5.3 (Build 1)  - November 1st, 2017